Engagements from $25,000Five delivery pathsScope controlled by SOW

Deployment method

One controlled method. A timeline matched to scope.

Every package moves from evidence to design, implementation, validation, and acceptance. Focused tiers combine gates; the $250,000 Operating Layer uses the complete six-month sequence; Enterprise uses a custom rollout plan.

Package timelines

Controls stay consistent as delivery depth changes.

Reference durations begin after contracting and required access. Client delays, hardware availability, vendor dependencies, changed requirements, and technical findings may change the schedule.

PackageReference durationDelivery shapePrimary acceptance record
Foundation · $25k4–6 weeksDiscover, assess, prototype, evaluate, roadmapPrototype evidence and prioritized implementation plan
Workflow Launch · $75k8–12 weeksDiscover, design, integrate, test, train, stabilizeApproved workflow tests, documentation, and handoff
AI Operations · $100k3–4 monthsDesign knowledge and agent layer, connect systems, release workflows, enable teamsRetrieval, agent, integration, workflow, and training evidence
Operating Layer · $250kSix monthsComplete six-gate infrastructure, integration, adoption, and transition programG1–G6 package and final acceptance record
Enterprise · Contact salesCustomProgram roadmap with workstreams, waves, dependencies, and negotiated governanceMilestone and rollout acceptance defined in the Enterprise SOW

$250k Operating Layer schedule

From discovery to managed transition in six controlled gates.

This complete sequence is the reference for the $250,000 package. Smaller packages combine relevant gates; Enterprise expands them into a custom program plan.

Month 01 / Discover

Business and technical baseline

Confirm executive sponsor, priority use cases, current systems, data classes, access constraints, workflow owners, success measures, and known risks.

Discovery recordSystem inventoryUse-case registerRisk log
Month 02 / Design

Architecture and scope baseline

Finalize bill of materials, target architecture, data-flow map, access matrix, model and license candidates, workflow specifications, evaluation set, project plan, and acceptance criteria.

Design sign-offApproved BOMLicense scheduleTest plan
Month 03 / Install

Compute and local AI foundation

Receive and inventory equipment, configure the two nodes, establish access, install the approved runtime, configure storage and backup, load the initial knowledge collection, and complete baseline tests.

Asset inventoryConfiguration recordRestore testBaseline evaluation
Month 04 / Integrate

Hermes, CRM, and workflow staging

Configure the agent’s approved role and tools, connect named systems, implement priority automations, create exception paths, and test in a staging or otherwise controlled environment.

Hermes configurationCRM mappingWorkflow testsAudit events
Month 05 / Validate

User acceptance and training

Execute the agreed test cases, address severity-ranked defects, run role-based training, confirm operating procedures, and obtain acceptance or a written punch list for each release candidate.

UAT evidenceDefect logTraining recordRelease decision
Month 06 / Transition

Stabilization, documentation, and handoff

Monitor agreed workflows, address in-scope defects, complete documentation, verify support contacts, reconcile licenses and assets, and close final acceptance against the executed criteria.

Operations manualFinal inventoryAcceptance recordSupport transition

Delivery gates

Evidence required to move forward.

These are reference gates. The final project plan may combine, reorder, or expand them based on the approved environment.

GateDGM evidenceClient decisionWhat it does not prove
G1 · Discovery completeInventory, use cases, owners, risk logConfirm priorities and assumptionsThat every requested use case is feasible
G2 · Design approvedArchitecture, BOM, licenses, tests, scheduleApprove design and purchasing basisFuture vendor pricing or availability
G3 · Foundation readyAsset record, runtime checks, backup evidenceAccept installed baselineBusiness workflow acceptance
G4 · Integration readyConnector and workflow test resultsAuthorize controlled user testingError-free operation in every scenario
G5 · Production releaseUAT record, training, open-issue listApprove release or documented punch listRevenue, savings, or ROI guarantee
G6 · Final acceptanceFinal inventory, documentation, closeout recordSign acceptance or cite unmet criteriaPerformance of third-party services after close

Acceptance model

Functional tests, not vague satisfaction.

The lender-supporting acceptance outline in the repository provides a starting point; the executed SOW replaces it with client-specific tests.

01

Equipment

Ordered items received, serial numbers recorded, approved configuration verified, and physical condition documented.

02

Systems

Named model, retrieval, agent, CRM, and workflow tests pass the agreed criteria or are listed on an accepted punch list.

03

Enablement

Required training, operating guides, administrative access, license records, and support contacts are delivered.

Acceptance is not a business-outcome warranty. It confirms delivery against agreed technical and service criteria. AI output quality remains probabilistic, and third-party uptime and policy changes remain outside DGM’s control.

Shared responsibilities

What the client must provide.

Delays in these dependencies may change the schedule through the contract’s change-control process.

SP

Executive sponsor + owners

A decision-maker, day-to-day project contact, workflow owners, subject-matter reviewers, and administrators for connected systems.

AC

Authorized access

Timely access to approved systems, test accounts, APIs, documentation, facilities, networks, and relevant vendor support.

DT

Lawful data

Data the client is authorized to provide and process, with required notices, consents, retention decisions, and subject-matter validation.

RV

Review + decisions

Feedback, approvals, user testing, training attendance, and acceptance decisions within the time windows agreed in the project plan.

Before scheduling

Match the package to the next operating outcome.

A scoping call confirms priorities, systems, data sensitivity, purchasing constraints, internal ownership, and whether the selected package has the right boundary.